Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,246 | $118,708-98.1% | $98,920-97.7% | $158,966-98.6% |
| Participation rate | 28.6% | 77.8%-49.3pp | 76.0%-47.5pp | 82.0%-53.4pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $523 | $3,334-84.3% | $2,689-80.6% | $4,762-89.0% |
| Participant deferral / active EE | $782 | $5,089-84.6% | $4,245-81.6% | $5,983-86.9% |
| Admin fee / account holder | $900 | $10,134-91.1% | $6,643-86.5% | $11,250-92.0% |